{"id":702,"date":"2020-11-27T10:23:28","date_gmt":"2020-11-27T10:23:28","guid":{"rendered":"https:\/\/m-path.io\/manual\/?post_type=ht_kb&#038;p=702"},"modified":"2025-12-04T15:49:11","modified_gmt":"2025-12-04T15:49:11","slug":"invite-participants","status":"publish","type":"ht_kb","link":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/knowledge-base\/invite-participants\/","title":{"rendered":"Invite participants for your study"},"content":{"rendered":"\n<p>You have two options to invite participants to your study<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>By researcher&#8217;s name or code <\/li>\n\n\n\n<li>By invitation code<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Add a researcher by name\/code<\/strong> <\/h3>\n\n\n\n<p>When it&#8217;s participants first research with m-Path, go with them through <a href=\"\/knowledge-base\/create-an-account-participant\/\">the installing of the app. <\/a>When participants already downloaded the app, they can add a researcher in the settings of the app (<em>My practitioners<\/em>). To add a researcher they have to click on the &#8216;+&#8217; icon.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"363\" height=\"691\" src=\"\/wp-content\/uploads\/2021\/09\/43-2.png\" alt=\"\" class=\"wp-image-8781\" srcset=\"\/wp-content\/uploads\/2021\/09\/43-2.png 363w, \/wp-content\/uploads\/2021\/09\/43-2-158x300.png 158w, \/wp-content\/uploads\/2021\/09\/43-2-26x50.png 26w, \/wp-content\/uploads\/2021\/09\/43-2-32x60.png 32w, \/wp-content\/uploads\/2021\/09\/43-2-53x100.png 53w\" sizes=\"auto, (max-width: 363px) 100vw, 363px\" \/><figcaption class=\"wp-element-caption\">tick on &#8216;+&#8217; to add practitioner<\/figcaption><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"441\" height=\"799\" src=\"\/wp-content\/uploads\/2021\/09\/28.png\" alt=\"\" class=\"wp-image-8718\" srcset=\"\/wp-content\/uploads\/2021\/09\/28.png 441w, \/wp-content\/uploads\/2021\/09\/28-166x300.png 166w, \/wp-content\/uploads\/2021\/09\/28-28x50.png 28w, \/wp-content\/uploads\/2021\/09\/28-33x60.png 33w, \/wp-content\/uploads\/2021\/09\/28-55x100.png 55w\" sizes=\"auto, (max-width: 441px) 100vw, 441px\" \/><figcaption class=\"wp-element-caption\">Type the researcher&#8217;s name or code.<\/figcaption><\/figure>\n\n\n\n<p><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"440\" height=\"798\" src=\"\/wp-content\/uploads\/2021\/09\/29.png\" alt=\"\" class=\"wp-image-8721\" srcset=\"\/wp-content\/uploads\/2021\/09\/29.png 440w, \/wp-content\/uploads\/2021\/09\/29-165x300.png 165w, \/wp-content\/uploads\/2021\/09\/29-28x50.png 28w, \/wp-content\/uploads\/2021\/09\/29-33x60.png 33w, \/wp-content\/uploads\/2021\/09\/29-55x100.png 55w\" sizes=\"auto, (max-width: 440px) 100vw, 440px\" \/><figcaption class=\"wp-element-caption\">add the researcher. <\/figcaption><\/figure>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Add a researcher by invitation code<\/strong> <\/h3>\n\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-info\">Using invitation codes is a <a href=\"https:\/\/m-path.io\/landing\/pricing.html\">premium feature<\/a> (you need an essential subscription or higher).<\/p>\n\n\n\n<p>By using an invitation code, you can create a protected study that is only available for selected participants. Additionally, this invitation code can be used to link study participants with external data. When the data is downloaded, each data line will include the invitation code. This way, m-Path doesn&#8217;t need to know the real name or e-mail of the participant, but participants can still be identified by the researcher. To create an invitation code:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to settings in your sidebar and open the &#8220;Auto-enroll&#8221;-submenu<\/li>\n\n\n\n<li>Open the &#8220;Invitations&#8221;-section.<\/li>\n\n\n\n<li>In the top right corner, click the &#8220;+&#8221;-icon<\/li>\n\n\n\n<li>Your browser will prompt you for the amount of codes you want to generate.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"893\" height=\"320\" src=\"\/wp-content\/uploads\/2020\/11\/image.png\" alt=\"\" class=\"wp-image-15330\" srcset=\"\/wp-content\/uploads\/2020\/11\/image.png 893w, \/wp-content\/uploads\/2020\/11\/image-300x108.png 300w, \/wp-content\/uploads\/2020\/11\/image-768x275.png 768w, \/wp-content\/uploads\/2020\/11\/image-50x18.png 50w, \/wp-content\/uploads\/2020\/11\/image-60x22.png 60w, \/wp-content\/uploads\/2020\/11\/image-100x36.png 100w\" sizes=\"auto, (max-width: 893px) 100vw, 893px\" \/><\/figure>\n\n\n\n<p>Now the section will be populated with the generated codes. In the top-right corner, a download button is visible. This allows you to download the generated codes in a spreadsheet format for easy data processing.<\/p>\n\n\n\n<p>The columns are as follows:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Legacy code: <\/strong>A remnant of the previous system, you can disregard this column.<\/li>\n\n\n\n<li><strong>Code: <\/strong>The actual invitation code. Send this to prospective participants to use instead of your practitioner code on sign-up.<\/li>\n\n\n\n<li><strong>Link:<\/strong> This leads to the <a href=\"https:\/\/manual.m-path.io\/knowledge-base\/send-invitations-to-participants\/\" data-type=\"link\" data-id=\"https:\/\/manual.m-path.io\/knowledge-base\/send-invitations-to-participants\/\">page for participants to get onboarded on the app with their code<\/a>. So it&#8217;s very useful to give this link to your participants (every link is <em>unique<\/em> for every participant). <\/li>\n\n\n\n<li><strong>Used: <\/strong>This indicator tells you whether the code has been used yet.<\/li>\n\n\n\n<li><strong>Invitation template: <\/strong>You can assign every code a personalised <a href=\"\/knowledge-base\/auto-enroll-settings\/#invitation-templates\" data-type=\"URL\" data-id=\"\/knowledge-base\/auto-enroll-settings\/#invitation-templates\">invitation template<\/a>, which will be triggered upon sign-up.<\/li>\n<\/ul>\n\n\n\n<p>If you only want participants with invitation codes to be able to find your study, you can go to Settings, Privacy and check &#8216;using an invitation code only&#8217;. Don&#8217;t forget to save!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Link invitation codes with Qualtrics survey data<\/strong><\/h3>\n\n\n\n<p>To match Qualtrics and m-Path survey data, you can generate a list of unique invitation codes trough m-Path and upload these as a <strong>contact form<\/strong> in Qualtrics. You can use <strong>authentication validation <\/strong>to ensure participants can only start the Qualtrics survey after entering a valid m-Path invitation code.<\/p>\n\n\n\n<p>Generate a list of unique invitation codes for your m-Path study following the procedure outlined above and save it as a .csv file. <\/p>\n\n\n\n<p>To upload the file as a contact form, Qualtrics requires that the invitations codes are stored in the following format:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"218\" height=\"105\" src=\"\/wp-content\/uploads\/2025\/02\/Excel-1.png\" alt=\"\" class=\"wp-image-13408\" style=\"width:346px;height:auto\" srcset=\"\/wp-content\/uploads\/2025\/02\/Excel-1.png 218w, \/wp-content\/uploads\/2025\/02\/Excel-1-50x24.png 50w, \/wp-content\/uploads\/2025\/02\/Excel-1-60x29.png 60w, \/wp-content\/uploads\/2025\/02\/Excel-1-100x48.png 100w\" sizes=\"auto, (max-width: 218px) 100vw, 218px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\">\n<li>The <strong>Email<\/strong> column is required (If you&#8217;re not using emails, you can just provide fake email addresses).<\/li>\n\n\n\n<li>The <strong>ExternalDataReference<\/strong> column contains your valid invitation codes (use the <strong>code <\/strong>column from the original extracted m-Path file, not the <strong>LegacyCode<\/strong> <strong>column<\/strong>).<\/li>\n<\/ul>\n\n\n\n<p>Upload your file to a contact list in Qualtrics:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Qualtrics<\/strong> and click the <strong>Directory<\/strong> tab.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-columns are-vertically-aligned-top is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:100%\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:100%\">\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"384\" data-id=\"13435\" src=\"\/wp-content\/uploads\/2025\/02\/Qual1-3-1024x384.png\" alt=\"\" class=\"wp-image-13435\" srcset=\"\/wp-content\/uploads\/2025\/02\/Qual1-3-1024x384.png 1024w, \/wp-content\/uploads\/2025\/02\/Qual1-3-300x112.png 300w, \/wp-content\/uploads\/2025\/02\/Qual1-3-768x288.png 768w, \/wp-content\/uploads\/2025\/02\/Qual1-3-50x19.png 50w, \/wp-content\/uploads\/2025\/02\/Qual1-3-1536x576.png 1536w, \/wp-content\/uploads\/2025\/02\/Qual1-3-2048x768.png 2048w, \/wp-content\/uploads\/2025\/02\/Qual1-3-60x22.png 60w, \/wp-content\/uploads\/2025\/02\/Qual1-3-100x37.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select <strong>Lists<\/strong> and Click <strong>&#8220;Create a List&#8221;<\/strong><\/li>\n\n\n\n<li>Give the List an appropriate name (e.g., <strong>invitationcode<\/strong>).<\/li>\n\n\n\n<li>Upload your .csv file and make sure your <strong>delimiters <\/strong>and <strong>enclosures <\/strong>are appropriately defined.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"669\" src=\"\/wp-content\/uploads\/2025\/02\/Qual4-1024x669.png\" alt=\"\" class=\"wp-image-13444\" srcset=\"\/wp-content\/uploads\/2025\/02\/Qual4-1024x669.png 1024w, \/wp-content\/uploads\/2025\/02\/Qual4-300x196.png 300w, \/wp-content\/uploads\/2025\/02\/Qual4-768x502.png 768w, \/wp-content\/uploads\/2025\/02\/Qual4-50x33.png 50w, \/wp-content\/uploads\/2025\/02\/Qual4-1536x1004.png 1536w, \/wp-content\/uploads\/2025\/02\/Qual4-60x39.png 60w, \/wp-content\/uploads\/2025\/02\/Qual4-100x65.png 100w, \/wp-content\/uploads\/2025\/02\/Qual4.png 1905w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Finally, we need to specify the Authenticator in Qualtrics&#8217; <strong>survey flow<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open your <strong>survey<\/strong> and go to the <strong>Survey Flow <\/strong>tab.<\/li>\n\n\n\n<li>The first block should be an <strong>Authenticator<\/strong>.<\/li>\n\n\n\n<li>Select \u201c<strong>Contact<\/strong>\u201d under Authentication Type and select the appropriate field to authenticate \u201cExternal Data Reference\u201d.<\/li>\n\n\n\n<li>You can specify the text that is displayed next to the login (e.g., \u201cEnter the invitation code you received.\u201d).<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-alert\">Make sure the rest of your Qualtrics survey building blocks are <strong>contingent <\/strong>upon this Authentication block.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"414\" src=\"\/wp-content\/uploads\/2025\/02\/Qual5-1024x414.png\" alt=\"\" class=\"wp-image-13447\" srcset=\"\/wp-content\/uploads\/2025\/02\/Qual5-1024x414.png 1024w, \/wp-content\/uploads\/2025\/02\/Qual5-300x121.png 300w, \/wp-content\/uploads\/2025\/02\/Qual5-768x311.png 768w, \/wp-content\/uploads\/2025\/02\/Qual5-50x20.png 50w, \/wp-content\/uploads\/2025\/02\/Qual5-1536x622.png 1536w, \/wp-content\/uploads\/2025\/02\/Qual5-2048x829.png 2048w, \/wp-content\/uploads\/2025\/02\/Qual5-60x24.png 60w, \/wp-content\/uploads\/2025\/02\/Qual5-100x40.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>The survey should look like this (in case of <strong>correct <\/strong>and <strong>incorrect <\/strong>codes entered):<\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-2 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"215\" data-id=\"13450\" src=\"\/wp-content\/uploads\/2025\/02\/Picture8-1024x215.png\" alt=\"\" class=\"wp-image-13450\" srcset=\"\/wp-content\/uploads\/2025\/02\/Picture8-1024x215.png 1024w, \/wp-content\/uploads\/2025\/02\/Picture8-300x63.png 300w, \/wp-content\/uploads\/2025\/02\/Picture8-768x161.png 768w, \/wp-content\/uploads\/2025\/02\/Picture8-50x11.png 50w, \/wp-content\/uploads\/2025\/02\/Picture8-1536x323.png 1536w, \/wp-content\/uploads\/2025\/02\/Picture8-2048x430.png 2048w, \/wp-content\/uploads\/2025\/02\/Picture8-60x13.png 60w, \/wp-content\/uploads\/2025\/02\/Picture8-100x21.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/figure>\n","protected":false},"excerpt":{"rendered":"<p>This article explains how to invite participants for your study.<\/p>\n","protected":false},"author":3,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[114],"ht-kb-tag":[613,120,916],"class_list":["post-702","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-study-setup-and-deployment","ht_kb_tag-invitation-code","ht_kb_tag-participants","ht_kb_tag-qualtrics"],"_links":{"self":[{"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/ht-kb\/702","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/comments?post=702"}],"version-history":[{"count":32,"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/ht-kb\/702\/revisions"}],"predecessor-version":[{"id":15333,"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/ht-kb\/702\/revisions\/15333"}],"wp:attachment":[{"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/media?parent=702"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/ht-kb-category?post=702"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/ht-kb-tag?post=702"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}